LEADING Job - How to #24: CREATING JOB FROM COST ESTIMATE - Agency software tutorial

Описание: In episode 24 of our mini-tutorial series on the basics of the LEADING Job agency software, we'll look at how to create a job from a quotation.

And this is how it works:
The customer has accepted the quotation with his signature, yeay! Now you can easily create a job afterwards. The relevant quotation is marked, then you click on "Generate job" and then on " Go to job".

To attach the signed quotation to the job immediately, click on "Documents" in the newly created job and then on "Add new document".
Drag and drop the PDF into the upload window and click on "Save document".

The job to the quotation is ready!

#agencysoftware #costestimate #basics